Sales Integrations

DCrinnion
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Meetings Hubspot and SF Integration

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Hi! 

 

I have just set up the New activity syncing between Hubspot and Salesforce. Seems as though its only one way however I just wanted someone to confirm does this timeline sync push meeting that schedule in Hubspot and push them to Salesforce? Doesn't seem as though it has happened just yet. I have attached pictures below of my test.

DCrinnion_0-1709729484334.png

DCrinnion_1-1709729502938.png

DCrinnion_0-1709729561702.png

 

 

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trevordjones
Solución
Experto reconocido | Partner nivel Platinum
Experto reconocido | Partner nivel Platinum

Meetings Hubspot and SF Integration

resolver

Hi @DCrinnion ,

 

HubSpot Activities sync to Salesforce Tasks, so you don't see them in the regular SFDC Activities window, so try looking there first.  

 

Generally speaking, the best way to see HubSpot timeline activities in Salesforce is to use HubSpot Embed.

- Trevor
If my post solves your problem, please accept it as a solution.

Ver la solución en mensaje original publicado

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trevordjones
Solución
Experto reconocido | Partner nivel Platinum
Experto reconocido | Partner nivel Platinum

Meetings Hubspot and SF Integration

resolver

Hi @DCrinnion ,

 

HubSpot Activities sync to Salesforce Tasks, so you don't see them in the regular SFDC Activities window, so try looking there first.  

 

Generally speaking, the best way to see HubSpot timeline activities in Salesforce is to use HubSpot Embed.

- Trevor
If my post solves your problem, please accept it as a solution.

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DCrinnion
Colaborador

Meetings Hubspot and SF Integration

resolver

Thank you very much!